Creative Planning’s Callaway Golf Company CALY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $770K | Buy |
55,472
+7,075
| +15% | +$99.3K | ﹤0.01% | 2677 |
|
|
2025
Q4 | $565K | Buy |
48,397
+2,729
| +6% | +$28.8K | ﹤0.01% | 2734 |
|
|
2025
Q3 | $434K | Sell |
45,668
-165
| -0.4% | -$1.53K | ﹤0.01% | 2840 |
|
|
2025
Q2 | $369K | Buy |
45,833
+4,061
| +10% | +$27.9K | ﹤0.01% | 2724 |
|
|
2025
Q1 | $275K | Buy |
41,772
+25,209
| +152% | +$185K | ﹤0.01% | 2832 |
|
|
2024
Q4 | $130K | Buy |
16,563
+2,307
| +16% | +$21K | ﹤0.01% | 3096 |
|
|
2024
Q3 | $157K | Sell |
14,256
-7,945
| -36% | -$100K | ﹤0.01% | 2915 |
|
|
2024
Q2 | $340K | Buy |
22,201
+1,415
| +7% | +$22.1K | ﹤0.01% | 2251 |
|
|
2024
Q1 | $336K | Buy |
20,786
+1,325
| +7% | +$18.8K | ﹤0.01% | 2152 |
|
|
2023
Q4 | $279K | Buy |
19,461
+4,111
| +27% | +$52.8K | ﹤0.01% | 2143 |
|
|
2023
Q3 | $212K | Buy |
15,350
+1,390
| +10% | +$24.4K | ﹤0.01% | 2193 |
|
|
2023
Q2 | $277K | Sell |
13,960
-130
| -0.9% | -$2.6K | ﹤0.01% | 1962 |
|
|
2023
Q1 | $305K | Buy |
+14,090
| New | +$319K | ﹤0.01% | 1809 |
|
|
2022
Q4 | – | Sell |
-33,030
| Closed | -$636K | – | 2564 |
|
|
2022
Q3 | $636K | Buy |
33,030
+1,070
| +3% | +$23.6K | ﹤0.01% | 1183 |
|
|
2022
Q2 | $652K | Buy |
31,960
+814
| +3% | +$17.5K | ﹤0.01% | 1169 |
|
|
2022
Q1 | $729K | Buy |
31,146
+4,123
| +15% | +$100K | ﹤0.01% | 1130 |
|
|
2021
Q4 | $742K | Sell |
27,023
-14,131
| -34% | -$393K | ﹤0.01% | 1095 |
|
|
2021
Q3 | $1.14M | Buy |
41,154
+3,873
| +10% | +$118K | ﹤0.01% | 887 |
|
|
2021
Q2 | $1.26M | Sell |
37,281
-274
| -0.7% | -$8.81K | ﹤0.01% | 841 |
|
|
2021
Q1 | $1M | Buy |
+37,555
| New | +$1.06M | ﹤0.01% | 1019 |
|
|
2019
Q1 | – | Sell |
-8,236
| Closed | -$126K | – | 2056 |
|
|
2018
Q4 | $126K | Buy |
8,236
+130
| +2% | +$2.6K | ﹤0.01% | 1594 |
|
|
2018
Q3 | $197K | Buy |
+8,106
| New | +$174K | ﹤0.01% | 1684 |
|
|
2017
Q3 | – | Sell |
-7,430
| Closed | -$95K | – | 2996 |
|
|
2017
Q2 | $95K | Hold |
7,430
| – | – | ﹤0.01% | 2031 |
|
|
2017
Q1 | $82K | Buy |
7,430
+650
| +10% | +$7.11K | ﹤0.01% | 2089 |
|
|
2016
Q4 | $74K | Buy |
6,780
+369
| +6% | +$4.18K | ﹤0.01% | 2070 |
|
|
2016
Q3 | $74K | Buy |
6,411
+1,248
| +24% | +$13.9K | ﹤0.01% | 2064 |
|
|
2016
Q2 | $53K | Buy |
5,163
+710
| +16% | +$6.83K | ﹤0.01% | 2103 |
|
|
2016
Q1 | $41K | Sell |
4,453
-11,837
| -73% | -$104K | ﹤0.01% | 2232 |
|
|
2015
Q4 | $153K | Buy |
16,290
+1,080
| +7% | +$10.4K | ﹤0.01% | 1378 |
|
|
2015
Q3 | $127K | Buy |
15,210
+4,801
| +46% | +$42K | ﹤0.01% | 1451 |
|
|
2015
Q2 | $93K | Buy |
10,409
+687
| +7% | +$6.56K | ﹤0.01% | 980 |
|
|
2015
Q1 | $93K | Buy |
9,722
+5,801
| +148% | +$49.3K | ﹤0.01% | 1614 |
|
|
2014
Q4 | $30K | Buy |
3,921
+201
| +5% | +$1.49K | ﹤0.01% | 2346 |
|
|
2014
Q3 | $27K | Hold |
3,720
| – | – | ﹤0.01% | 2323 |
|
|
2014
Q2 | $31K | Sell |
3,720
-628
| -14% | -$5.41K | ﹤0.01% | 2199 |
|
|
2014
Q1 | $44K | Buy |
4,348
+201
| +5% | +$1.75K | ﹤0.01% | 1883 |
|
|
2013
Q4 | $35K | Buy |
4,147
+2,200
| +113% | +$17.5K | ﹤0.01% | 1830 |
|
|
2013
Q3 | $14K | Buy |
1,947
+801
| +70% | +$5.65K | ﹤0.01% | 2282 |
|
|
2013
Q2 | $8K | Buy |
+1,146
| New | +$7.62K | ﹤0.01% | 2362 |
|
Other funds holding CALY
PEP
VPM
VCM
LGP
SCM
Creative Planning's CALY Position: Q1 2026 in Review
Creative Planning increased its Callaway Golf Company (CALY) stake by 15% in Q1 2026, buying an estimated $99.3K and bringing the position to 55,472 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.
Creative Planning first reported a position in CALY in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.26M in Q2 2021. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.
- Creative Planning held 55,472 shares of Callaway Golf Company worth $770K as of Q1 2026.
- Creative Planning bought 7,075 Callaway Golf Company shares in Q1 2026, an estimated $99.3K.
- Callaway Golf Company made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2677 holding.
- Creative Planning first reported a position in Callaway Golf Company in Q2 2013 and has held it in 39 quarters since.
- Creative Planning's Callaway Golf Company position peaked at $1.26M in Q2 2021.
- 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.